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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (8992)9/30/1999 9:02:00 AM
From: Wally Mastroly  Respond to of 15132
 
Money moving from equity funds to money market in August:

Message 11404770



To: Justa Werkenstiff who wrote (8992)10/1/1999 9:00:00 AM
From: KurtSS  Read Replies (1) | Respond to of 15132
 
An interesting semi value play right now - AMKR at 16 or under?

- Stock beaten down recently
- sub-contract semi test and assembly leader
- low relative P/E, esp. now

Comments from the semi-cap experts?

KurtSS



To: Justa Werkenstiff who wrote (8992)10/1/1999 10:14:00 AM
From: Justa Werkenstiff  Respond to of 15132
 
** Money Flow Alert ** I saw a Bloomberg terminal this morning. Strong money flow in S & P 500 despite decline. However, money flow into QQQ has fallen off a cliff. Literally a straight line down now for a few days. Big boys are selling QQQ into strength.


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